Robust Legal Frameworks in Place; Timely Execution Will Drive NPL Recovery Outcomes

India's Next Consumer Boom Is In Smaller Cities

A New Retail Cycle for ARCs: Heightened Pricing Discipline with Evolving Recovery Benchmarks

PTC Issuances Record Quarterly High; Microfinance Delinquencies Stabilise in 2QFY26

MFIs Loan Defaults Are Declining, But Lenders Need To Trust Them With Fresh Loans: MFINs' CEOs

Lower Input Costs Stabilise API Manufacturers’ Margins, but Pricing Challenges Will Persist

Indian Milk Sector Growth Likely to Surpass Global Trends in Medium Term

Capex Stabilisation Amid Supply Chain Realignment to Benefit CRDMOs’ Profitability & Credit Profile

Improved Hospital Profitability Supports Stable-to-Positive Credit Outlook

Monthly Macro View: Net Services Exports May Breach USD 210 Billion Mark in FY26

Credit Profile of API Manufacturers to Remain Resilient Despite Pricing and Volume Pressures

Key IBC Reforms a Progressive Effort; Challenges in India’s Insolvency Ecosystem Persist

Retail NPL Acquisitions: Selective Approach by ARCs Likely in 2025

Role of Backup Servicer: Cash Flow Continuity in Structured Finance Transactions

Securitisation Growth Momentum Continues in FY25, Led by Participation of Few Private Sector Banks

RBI’s Revised Settlement Guidelines Expected to Streamline & Improve NPL Recoveries

Securitisation Volume Growth Continues in 3QFY25

FY26 Structured Finance Outlook

Small and Mid-Sized EPC Road Players Might Face an Uphill Task in Sourcing New Orders

Strong Cash Generation at Hospitals Likely to Offset Impact of High Capex on Credit Metrics

Strong Start in Non-performing Microfinance Loans Recovery

Strong Securitisation Volumes in 2QFY25, Increasing Private Bank Participation in Issuances"

Weakness in API Prices to Persist

Realisation Rate Improves for CIRP Yielding Resolution Plan

Proposed IBC Amendment on Guarantees to Aid NPA Recovery

Agrochemicals Sector to Remain Under Pressure in FY25; Some Improvement Gradually over 2H

Capacity Share of Top Five Cement Players to Rise as Sector Consolidation Continues

Expert Lounge — 'Steady Securitisation Volumes in 1QFY25, PTCs Contributing 52% to Market Share'

Expert Lounge — 'Residential Real Estate: Low Unsold Stock, Room to Absorb Slower Pre-Sales Growth'

Expert Lounge — 'ARCs Navigate Changing Dynamics in NPL Landscape'

Expert Lounge — 'Prospect of Green Securitisation an INR300 billion Green ABS Market by 2030'

Expert Lounge ft. Soumyajit Niyogi, Director, India Ratings & Research.

Expert Lounge Sustained Growth in Securitisation Volumes in FY24, Driven by New Originators and PTCs

Expert Lounge — 'Effective Implementation Key for Reforming Real Estate NPAs'

Expert Lounge — 'Cases under IBC Closed through Approval of Resolution Plans Jump to 29% in 3QFY24'

Expert Lounge — 'India Could Enter into Upper-Middle Income Category Over FY33–FY36'

Expert Lounge — 'Favourable Macroeconomic Environment to Boost Securitisation Market in FY25'

Expert Lounge — On Sustained Red Sea Disruptions

Expert Lounge — 'IBC Amendment Promises a Paradigm Shift in Real Estate NPA Dynamics'

Expert Lounge — 'Special report on Residential Real Estate Entities'

ExpertLounge-Securitisation Volumes Jumped 18% yoy in 9MFY24; 3Q Volumes Deferred to Coming Quarters

ExpertLounge — 'Volatility in Delinquencies for ABS Transactions Limited to Pandemic-like Events'

Expert Lounge — 'TIUP Structure Continues to Gain Traction in Securitisation of Secured Asset Class'

Expert Lounge — 'FY24 Mid-Year Structured Finance Outlook'

Expert Lounge — ESG Relevance Disclosures in 9M23 Indicate Minimal Impact of ESG Factors on Credits

FY24 Retail Apparel Sector Outlook, 14 August 2023, (Monday) 4PM

1HFY24 Rating Performance, 03 October 2023, (Tuesday) 4PM

FY24 Mid-Year Macro-Economic Outlook, 05 October 2023, (Thursday) 4PM

Mid-Year Banking Outlook FY24, 11 October 2023, (Wednesday) 4PM

Expert Lounge — Hotel Sector: Structural Tailwinds; Supply Lagging Demand

Expert Lounge — PTC Securitisation Volumes Surpass DA Volumes in 2QFY24

Expert Lounge — Indian Pharma Turning the Corner on US Sales: Sustainability Key

ExpertLounge — 30% Rise in Non-Aero Yield, International Pax Traffic to Recover Fully by FY24

Expert Lounge — ‘Current Account Deficit Estimated at Around 1% of GDP (USD10 billion) in 1QFY24

Expert Lounge — NBFCs Focusing on Unsecured Loans in Search of Yields

Podcast — Effective Inflation for Bottom 50% of Indian Population 40bp Higher Than Retail Inflation

Podcast — USFDA Inspections To Gather Pace: Indian Pharma Companies Better Prepared

Podcast — FY23 Mid-year NBFC & SF Outlook

Podcast - FY23 Mid-year MFI Outlook: Revival of Growth; Credit Costs to Trend Lower

Podcast — ‘FY23 Mid-Year Banks Outlook: Focus on Growth Back; Competition for Deposits to Intensify'